2024-05-02T16:51:49-05:00 2023-12-31 BDO USA 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2023-01-01 367092273 Johnson Family Foundation % JOHN D ANDREOLI JOHN 2626647600 555 Main Street Ste 450 Racine WI 53403 Winifred J Marquart President 2626647600 2024-05-10 true Winifred J Marquart 999009999 true KELLY RAQUET P01644256 4142725900 3 2023 2023-04-26 12:10:37Z X X 58035377 X 14028765 42357 26625 618946 1798295 531809 7545195 679541 1250644 -60706 0 16472521 2443755 0 0 31102 15551 0 15551 53869 53680 0 189 40672 7774 0 0 125643 77005 0 15740 1461500 1461500 1587143 77005 0 1477240 14885378 2366750 0 40784 17580 17580 340884 6599954 6599954 20608516 24245392 24245392 19873907 27166884 27166884 13465 5567 5567 40877556 58035377 58035377 0 0 X 40877556 58035377 40877556 58035377 40877556 58035377 40877556 14885378 2272443 58035377 58035377 JOHNSON BANK - ST 2128579 2069484 59095 59095 JOHNSON BANK - LT 5268884 4796170 472714 472714 CAPITAL GAIN DIVIDENDS P 147732 CAPITAL GAIN DIVIDENDS P 147732 679541 32898 32898 32898 38465 0 38465 X 0 5567 5567 false false false false false false false true true WI true false false false false true N/A JOHN D ANDREOLI 2626647600 555 MAIN STREET SUITE 450 Racine WI 53403 false false false false false false false false false false false false false false false false false false false false false S Curtis Johnson 555 Main Street Ste 450 Racine WI 53403 Trustee 5.0 0 0 0 Helen P Johnson-Leipold 555 Main Street Ste 450 Racine WI 53403 Trustee 5.0 0 0 0 H Fisk Johnson 555 Main Street Ste 450 Racine WI 53403 Trustee 5.0 0 0 0 Winifred J Marquart 555 Main Street Ste 450 Racine WI 53403 President 5.0 0 0 0 22411759 763678 19973812 43149249 0 43149249 647239 42502010 2125101 2125101 32898 32898 2092203 2092203 2092203 1477240 0 0 0 0 1477240 2092203 0 2021 2020 2019 0 637363 637363 1477240 0 1477240 0 614963 614963 22400 0 0 0 0 22400 22400 NA X CABLE FIRE DEPARTMENT 43395 Randysek Rd Cable WI 54821 NONE GOV Unrestricted 1000 CALEDONIA FIRE DEPARTMENT 6900 Nicholson Rd Caledonia WI 53108 NONE GOV Unrestricted 2500 CANCER RESEARCH INSTITUTE 29 Broadway 4th Flr New York NY 10006 NONE PC Unrestricted 5000 CARTHAGE COLLEGE 2001 Alford Park Dr Kenosha WI 53140 NONE PC Unrestricted 30000 CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS 601 Childrens Ln Norfolk VA 23507 NONE PC Unrestricted 1500 CHOATE ROSEMARY HALL FOUNDATION 333 Christian St Wallingford CT 06492 NONE PC Unrestricted 2500 CORNELL UNIVERSITY 616 Thurston Ave Ithaca NY 14853 NONE PC Unrestricted 50000 DAV CHARITABLE SERVICE TRUST 860 Dolwich Dr Erlanger KY 41018 NONE PC Unrestricted 5000 DRUMMOND FIRE & RESCUE 52650 Front Avenue PO Box 24 Drummond WI 54832 NONE GOV Unrestricted 1000 FOOD BANK OF SE VIRGINIA 800 Tidewater Dr Norfolk VA 23504 NONE PC Unrestricted 2000 GRAND VIEW FIRE DEPARTMENT 22030 Grand View Blvd Grand View WI 54839 NONE GOV Unrestricted 1000 HAZELDEN BETTY FORD FOUNDATION PO Box 64348 St Paul MN 55164 NONE PC Unrestricted 10000 JOURNEY TO LIVING FREE INC 555 Main St Ste 450 Racine WI 53403 NONE PC Unrestricted 50000 LEE'S FRIENDS 7400 Hampton Blvd 201 Norfolk VA 23505 NONE PC Unrestricted 2000 MEALS ON WHEELS 3750 Sentara Way Virginia Beach VA 23452 NONE PC Unrestricted 2500 MINNESOTA WILD FOUNDATION 317 Washington St St Paul MN 55102 NONE PC Unrestricted 10000 NAMAKAGON VOLUNTEER FIRE DEPT 23845 Co HWY M Cable WI 54821 NONE GOV Unrestricted 1000 PRAIRIE SCHOOL 4050 Lighthouse Dr Racine WI 53403 NONE PC Unrestricted 1201500 REACT 19 INC 1288 N Summit Ave Suite 107 PMB Oconomowoc WI 53066 NONE PC Unrestricted 2500 SAINT JUDE'S CHILDREN HOSPITAL 5501 N Cumberland Ave 101 Chicago IL 60656 NONE PC Unrestricted 1500 SUSAN G KOMEN - TIDEWATER 13770 Noel Road Suite 801889 Dallas TX 75380 NONE PC Unrestricted 2500 THE DAVID LYNCH FOUNDATION 228 E 45th St 15 New York NY 10017 NONE PC Unrestricted 10000 THE EXUMA FOUNDATION 5885 Landerbrook Dr Ste 300 Mayfield Heights OH 44124 NONE PC Unrestricted 50000 THE UNION MISSION MINISTRIES 5100 E Virginia Beach Blvd Norfolk VA 23502 NONE PC Unrestricted 7500 WORLD CENTRAL KITCHEN INC 200 Massachusetts Ave NW 7th Floor Washington DC 20001 NONE PC Unrestricted 4000 WOUNDED WARRIOR PROJECT 230 W Monroe St Suite 200 Chicago IL 60606 NONE PC Unrestricted 5000 1461500 14 42357 14 618946 18 531809 OTHER 18 1250644 2443756 2443756 false false false false false false false false false false X X 1 IPJ Marital Income Tr 555 Main Street Racine WI 53403 14028765 X X 1 5181 Shares of Johnson Family Partnership, Limited Partners 7292977 2023-12-31 1 Shares of EATON VANCE DU GOV INC 480837 2023-12-31 1 Shares of FED HERM ULTRA SHRT BND 232640 2023-12-31 ACCOUNTING FEES 31102 15551 0 15551 VANGUARD GNMA FUND-ADM 930512 930512 BAIRD INTERMEDIATE BD-INSTL 1642854 1642854 VANGUARD EMERGING MKTS 220217 220217 WESTERN ASSET CORE BOND-S 712973 712973 BBH LIMITED DURATION-I 463838 463838 ISHARES 3-7 YEAR TREASURY BOND 657685 657685 AMERICAN BEACON 1592392 1592392 DODGE & COX STOCK FUND #145 1496255 1496255 FED HER MDT SMALL CAP COR-IN 419886 419886 ISHARES CORE MSCI EAFE ETF 207392 207392 ISHARES CORE S&P 500 ET 1327811 1327811 ISHARES MSCI ACWI EX US 615645 615645 ISHRES MSCI EAFE VALUE ETF 137075 137075 ISHARES RUSSELL 1000 GROWTH 1227839 1227839 PRIMECAP ODYSSEY AGGR GRTH 514667 514667 PRINCIPAL MIDCAP FUND-INS 516557 516557 VANGUARD 500 INDEX FUND 933190 933190 ARTISAN FOCUS-INST 1060304 1060304 ARTISAN INTL VALUE FUND-ADV 1074978 1074978 BGF EMERGING MARKETS-K 863996 863996 GRANDEUR PEAK INTL STLWR-INS 403705 403705 MFS INTERNATIONAL GROWTH-R6 473102 473102 FED HERM ULTRA SHRT BND-INST 234828 234828 VANGUARD GNMA FUND-ADM 325958 325958 EATON VANCE LOW DU GOV INC-I 433328 433328 BAIRD INTERMEDIATE BD-INSTL 561701 561701 VANGUARD EMERGING 82076 82076 WESTERN ASSET CORE BOND-S 245985 245985 BBH LIMITED DURATION-I 159913 159913 ISHARES 3-7 YEAR TREASURY BOND 240468 240468 AMERICAN BEACON LON INC E-IS 553429 553429 DODGE & COX STOCK FUND #145 525337 525337 FED HER MDT SMALL CAP COR-IN 145915 145915 ISHARES CORE MSCI EAFE ETF 98209 98209 ISHARES CORE S&P 500 ETF 789045 789045 ISHARES MSCI ACQI EX US 171443 171443 ISHARES MSCI EAFE VALUE ETF 64812 64812 ISHARES RUSSELL 1000 GROWTH 429895 429895 PRIMECAP ODYSSEY AGGR GRTH 178776 178776 PRINCIPAL MIDCAP FUND-INS 179373 179373 ARTISAN INTL VALUE FUND-ADV 363229 363229 ARTISAN FOCUS-INST 364061 364061 BGF EMERGING MARKETS-K 300194 300194 GRANDEUR PEAK INTL STLWR-INS 140221 140221 MFS INTERNATIONAL GROWTH-R6 164323 164323 HORIZON 1982 INVESTMENT CO. AT COST 288010 288010 COMBINED PARTNERS LTD PTNSP A AT COST 1243579 1243579 COMBINED PARTNERS LTD PTNSP B AT COST 1458271 1458271 CURELLE ASSOC LTD PARTNERSHIP AT COST 4080757 4080757 JOHNSON FAMILY PARTNERSHIP AT COST 14078923 14078923 SF&H PARTNERS LTD PTNSP B AT COST 2173430 2173430 SAFISK ASSOCIATES LTD PTNSP A AT COST 1768480 1768480 SAFISK ASSOCIATES LTD PTNSP B AT COST 2075434 2075434 RECEIVABLE - FEDERAL TAX 13465 5567 5567 Other Investment Income 1328 1328 0 Other Partnership Income 1249316 -62034 0 UNREALIZED GAIN 2272443 TRUST ADMINISTRATION EXPENSE 33134 32945 0 189 OTHER PROFESSIONAL FEES 20735 20735 0 0 FEDERAL EXCISE TAX 32898 0 0 0 FOREIGN TAX 7774 7774 0 0